May 20, 2024
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Holders of concentrated stock positions have several options for mitigating the risk associated with owning these shares. For those charitably inclined, they may view a
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February 28, 2024
Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris
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October 23, 2023
If you’re considering a charitable lead trust (CLT), it’s important to know the array of options you have and decisions you will need to make.
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January 3, 2023
Presented by Ben Murphy, CPA, PFS™, CPFA® : Charitable gift annuities (CGAs) are an arrangement between a donor and a nonprofit organization where
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January 3, 2022
Presented by Gerard Longo, AIFA®, CPFA®: A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give
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August 17, 2020
A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a charitable organization.
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